Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 4 weeks ago | Report Abuse

Growth? Slow, stalwart or fast.
Cyclical?
Asset play?
Turnaround?


Or

Just a Singaporean hype to dump promotion?

😉

Posted by calvintaneng > 4 weeks ago | Report Abuse

Tsh is a Cyclical

As Cpo prices go up Earnings increased to turn balance sheet from net debt of Rm1.46 Billions to cash and cash equivalent of Rm285 millions

Posted by calvintaneng > 3 weeks ago | Report Abuse

Tsh is also asset play

Sold its palm oil land assets in Sabah to unlock Rm248 Millions cash

Sold its bulugan lands and unlocked Rm500 millions cash

Above only fair assets..

Wait till Tsh sell its gold mine lands in ikn nusantara

94700 acres or 52% the size of Spore landmass of 180,000 acres

Posted by calvintaneng > 3 weeks ago | Report Abuse

Two pronged strategy to make Tsh into a fast growth stock

1. Planting more palm oil
Tsh has employed former CEO of Ijm plant to spearhead planting

2. Also Tsh building 5 new biogas plant in Indonesia to provide green energy for ikn nusantara

Posted by calvintaneng > 3 weeks ago | Report Abuse

As Tsh turning into a net cash company plus lots more cash coming from operations and further unlocking value by land sale Tsh share price will rise up like Inno, United plant or Klk to be stalwarts

And will give very good dividends like inno

See

https://klse.i3investor.com/web/stock/entitlement/6262

Posted by calvintaneng > 3 weeks ago | Report Abuse

Tsh Bod made inno a great dividend play

But Inno lands all loaned free by Sabah Govt while Tsh bought all its lands by very great effort
By sweat
By Blood
And by fully investing all life savings into Tsh

Listen to this video 10 times (yes listen at least 5 to 10 times)

If you can understand inno success you will know for sure Tsh will also succeed

https://www.youtube.com/live/PDMUaI8-ILI?si=XbLMT38INk4B-J1n

Posted by calvintaneng > 3 weeks ago | Report Abuse

Tsh Bod made inno a great dividend play

But Inno lands all loaned free by Sabah Govt while Tsh bought all its lands by very great effort
By sweat
By Blood
And by fully investing all life savings into Tsh

Listen to this video 10 times (yes listen at least 5 to 10 times)

If you can understand inno success you will know for sure Tsh will also succeed

https://www.youtube.com/live/PDMUaI8-ILI?si=XbLMT38INk4B-J1n

Posted by calvintaneng > 3 weeks ago | Report Abuse

Tsh Bod made inno a great dividend play

But Inno lands all loaned free by Sabah Govt while Tsh bought all its lands by very great effort
By sweat
By Blood
And by fully investing all life savings into Tsh

Listen to this video 10 times (yes listen at least 5 to 10 times)

If you can understand inno success you will know for sure Tsh will also succeed

https://www.youtube.com/live/PDMUaI8-ILI?si=XbLMT38INk4B-J1n

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Keck Seng's explanatory notes for the interim financial report for quarter ended 30/6

B8. Prospects for 2024 (cont’d)
Hotels
The New York market continues to exhibit steady demand, with mid-scale hotel occupancy and room demand in New York City (“NYC”) rising. Springhill Suites Midtown Manhattan is set to build on this momentum with higher Occupancy and Average Daily Rate, leading to potentially higher Room and Total Revenues compared to 2023. We are strategically leveraging premium and suite rooms while targeting emerging segments in the growing Entertainment and Biotech industries in NYC. The management will bolster revenue management efforts by investing in e-commerce and digital marketing, developing packages and special corporate rates for weekends, and continuing
to grow and reclaim group and catering revenues.

Doubletree by Hilton Alana Waikiki Beach (“DAH”) has in the first half of 2024, surpassed both the previous year's performance and initial projections in Occupancy, Total Revenue, Revenue Per Available Room, Gross Operating Profit, and EBITDA. Average Daily Rate (ADR) finished the first half on par with initial estimates but outperformed the previous year. The remainder of 2024 is anticipated to be positive. DAH will continue to drive a strong ADR by focusing on higher-rated corporate and government sectors with projects and extended stays within the construction, energy, and IT sectors. Efforts to increase weekend occupancy and a strong focus on Group, Corporate, and Military Requests for Proposals in 2024 will attempt to replace some of the continued soft demand from the Japanese market. DAH will continue soliciting contracts with
airlines to house crews as well as distressed passengers for short-term quick occupancy fillers.

The Delta Hotels by Marriott- Toronto Airport located in Canada had in the first half of the year similarly exceeded both the previous year’s performance and initial projections. We anticipate continued positive performance for the full year, with room and F&B revenues exceeding prior year actuals. The growth is mainly driven by group business, which includes room nights and meeting events, and is essential to the hotel’s overall success as it brings in additional revenue streams. Parking revenue has also shown significant increases over the first six months of 2024. New equipment and technology installed for the parking system have generated higher-than-anticipated parking revenue.

Ignorant Calvin the Tua Pao claimed that Kseng's commercial properties in North American now in a market crash. Deliberately lying.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Posted by calvintaneng > 21 minutes ago | Report Abuse

Tsh is a Cyclical

As Cpo prices go up Earnings increased to turn balance sheet from net debt of Rm1.46 Billions to cash and cash equivalent of Rm285 millions

Tan Tua Pao, its net cash becomes zero after deducting its debts. Keck Seng has a net cash of over RM1.1 billion and share investments worth over RM400 million

Posted by prudentinvestor > 3 weeks ago | Report Abuse

"Why 9000 acres small can amount to how much if revalued?"
Keck Seng's land at Kangkar Pulai area (about 650 acres) is worth RM2 million per acre. Its remaining land in Pasir Gudang area is worth at least RM450,000 per acre. Total land worth about RM4.5 billion. Its paid up capital is only RM360 million. TSH's land in the Kalimantan forest is worth at most RM10,000 per acre.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

https://klse.i3investor.com/web/companyinfo/detail/auditCommittee?id=AC_22625_826079087
https://klse.i3investor.com/web/companyinfo/detail/boardMember?id=B_41168_829100042
Is a crisis brewing within TSH?

Posted by calvintaneng > 3 weeks ago | Report Abuse

Hahaha

No crisis at all

They willingly let go to Tsh Chairman to be in the Pilot seat

Now he will come out actively to bring Tsh to greater height and success!

See

https://www.thestar.com.my/business/business-news/2024/08/31/kelvin-tan-back-as-executive-chairman-of-tsh-resources#:~:text=PETALING%20JAYA%3A%20TSH%20Resources%20Bhd,phase%20of%20growth%20and%20diversification.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

"Every Fund manager knows Us Real Estate in trouble"
There is trouble everywhere except in the Kalimantan forest, which is booming. Si Gong Kia

Posted by prudentinvestor > 3 weeks ago | Report Abuse

This Gong Kia Tan from Holland Road is now in deep trouble. He is stuck in toa payoh, not Toa Payoh housing estate but a big and soggy swamp. Soon he would be fully submerged.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

https://klse.i3investor.com/web/blog/detail/ceomorningbrief/2024-06-28-story-h-158006343-Land_Sales_Lift_Crescendo_8217_s_Net_Profit_to_Record_High_of_RM289_Mil
Gong Kia Tan, please read the above article. Did you mean the Singapore based data center firm which bought land from Crescendo didn't realize there are thousands of illegal immigrants there?

Posted by prudentinvestor > 3 weeks ago | Report Abuse

"at first he was ignorant
now indolent and then incorrigible"
Who is more ignorant and incorrigible than the person who claimed that land in Nusantara is worth RM4.2 million per acre?

Posted by prudentinvestor > 3 weeks ago | Report Abuse

"kn Nusantara will have 7 Star Hotel
only less than 1/2 dozen 7 Star hotel in the world only in Dubai, Italy and few other places got 7 Star Hotel
see Ikn Got 6 and 7 Star hotel coming"
Nusantara is expected to have a population of 1.9 million by 2045. Understand the meaning of the word "expected". Johor Bahru already has a population of 1.8 million today. Maybe can build 8 star hotels in the forest to house monkeys and baboons.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Bodohlah how can land in the jungle be worth RM4.2 million per acre? Kangkar Pulai is at least 6 km from Ulu Choh but only 2 km from UTM and Taman Universiti.

Posted by calvintaneng > 3 weeks ago | Report Abuse

https://youtu.be/WVm-PYRbzIM?si=y34l5qAqwmIJho7t

Posted by calvintaneng > 3 weeks ago | Report Abuse

https://youtu.be/-QvR2_f8seY?si=ATjeg3mt16bvsc5r

Posted by dompeilee > 3 weeks ago | Report Abuse

Out of all the available plantation cos, this spamming Sinkie can recommend nothing better than an overticketed [more scrip than KLK, Jtiasa & WTK], ulu king outfit & out of all available local listed cos, he has recommended bombs like JCY, Dufu & Notion....AND on top of it all, recommends selling stocks that turned around & slap the face of those who followed his advice eg Nestle. Why? Simply because he has substantial % of his net worth STUCK here. Really a failed investor!

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Calvin the Tua Pao believes that 6 and 7 star hotels would soon be built in Nusantara. He is either boloh or still immature in his thinking to be so easily taken in by some publicity stunts by people who are keen to carry Jokowi's balls. If someone tells me that Singapore would soon start to build 6 and 7 star hotels, I believe this is plausible and viable but to believe that such hotels would soon be built in Nusantara is just crazy.

Posted by calvintaneng > 3 weeks ago | Report Abuse

Happy day of rest today

Let's listen to an important message by Dr Bob Jones III
https://youtu.be/3puIO3lYTN4?si=vWtxBg0aECL1cbav

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Calvin the Tua Pao, just over a week ago you wrote : given time Ikn Nusantara will overtake Shenzhen. Sometimes some naive people would say things that have no possibility of happening. Tua Pao, why don't you say that given time Singapore will win 10 Olympic gold medals?

Posted by dompeilee > 3 weeks ago | Report Abuse

Why not claim that Kalimantan will become the new Switzerland of Asia???Ohhh...forgot that Indonesia cannot even afford more than 1/5 of the $30 billion cost...

Posted by Integrity. Intelligent. Industrious. 3iii (iiinvestsmart)$€£¥ > 3 weeks ago | Report Abuse

Our Singaporean friend claiming that Nusantara will be bigger than Shenzhen. This is typical of our Singaporean friend, sharing his very bombastic elated promotions. This is not dissimilar to him sharing he sold 8 houses to buy his eagle-eyed gem NETX; and it was so important for him to share this with his followers. 🤔😪

Posted by Bursino > 3 weeks ago | Report Abuse

DPM said plantation companies may have to surrender 20% of their land back to the State Government when they want to renew their land lease. BUY TSH Resources. 😁

Posted by calvintaneng > 3 weeks ago | Report Abuse

Since Tsh's Palm oil estates in Sabah only 6,000 acres (refer Bursa)
Out of 150,000 acres it is only 4%

So to take 20% out of 4% on renewal is only less than 1%

Very negligible

And will be very good for Tsh

If total Malaysia palm oil lands of so many many millions reduced by 20% that will lead to even lower palm oil production as more palm oil lands taken away for housing or other purposes

Plus President Probowo going to implement B50 will take even more Cpo out of market

In that case we should see Cpo prices rise above Rm4,000 MT permanently

Who knows?

Cpo might even go above Rm5000 MT again or higher in future due to scarcity

Posted by Bursino > 3 weeks ago | Report Abuse

Land is state matter. Sarawak should be ok - BUY SOP and RSawit. 🤣

Posted by prudentinvestor > 3 weeks ago | Report Abuse

https://www.malaysiakini.com/letters/713297
A lot of people have already voiced their objections against the DPM's proposal. Easier said than done. It could be turned into a political issue. Fare enough if the land has been left idle for many years but if it is planted with 10 year old oil palms?

Posted by prudentinvestor > 3 weeks ago | Report Abuse

The DPM only voiced his opinion, whether it would be implemented or not is still anybody's guess. For sure it would encounter strong objections but plantation stock promoters are already getting excited.

Posted by calvintaneng > 3 weeks ago | Report Abuse

Hahaha
So funny and ludicrous


This 20% ruling on leasehold lands taken away on renewal impact Kseng (9,000 acres) rather than Tsh 150,000 acres

Why?

Answer:

KSeng 9,000 acres all in Malaysia whereas for Tsh only 6,000 acres in Malaysia (rest of 144 acres got the opposite wind of fortune)

So Kseng will see 1,800 acres taken away while for Tsh only 1,500 acres are affected

Moreover,

In Indonesia 94,700 acres which are located near ikn nusantara will be extended to 190 years for attracting investors

What a change of so good fortunate windfall for Tsh

Tsh so bash down now rewarded by heaven

Posted by calvintaneng > 3 weeks ago | Report Abuse

Oh correction

Kseng 9000 acres if surrender 20% means 1800 acres

Tsh 6000 acres in Sabah in 20% taken will be only 1,200 acres (not 1,500 acres)

By per centage Kseng ( gek sim leow) will lose 20%

For Tsh?

Hmm?

1,200 acres / 150,000
acres
= 0.8% only

So fortunate turn of even for Tsh

They say ," Heaven got eyes'

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Gong Kia Tua Pao Tan didn't get the facts right first and started to spew out rubbish. Get the facts right or you going to disgrace yourself. The DPM's proposal, if and only if implemented (very, very unlikely) would only affect leasehold lands. Gong Kia is so excited now.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

It shocks me to learn that this Gong Kia Tan is so ignorant. Biggest joke today.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Gong Kia Tan should know that Keck Seng is majority owned by Singaporeans. The Ho family already control over 60% of Keck Seng's share capital. He is so happy that the Johor state government seizes 20% of their lands.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

"They say ," Heaven got eyes'"
That's right Gong Kia Tan, heaven got eyes. Seize assets from the rich and pass them to the poor. It has got Gong Kia's support.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Gong Kia Tua Pao has shot himself in the foot. Unable to defend himself now. 拿石头砸自己的脚。

Posted by calvintaneng > 3 weeks ago | Report Abuse

see these facts


Julius Baer Bank is top holder of Keck Seng

see

https://www.marketscreener.com/quote/stock/KECK-SENG-MALAYSIA-20699151/company-shareholders/

Posted by calvintaneng > 3 weeks ago | Report Abuse

see these facts


Julius Baer Bank is top holder of Keck Seng

see

https://www.marketscreener.com/quote/stock/KECK-SENG-MALAYSIA-20699151/company-shareholders/

Posted by calvintaneng > 3 weeks ago | Report Abuse

See what Wikipedia said about Julius baer


https://en.m.wikipedia.org/wiki/Julius_Baer_Group

Posted by calvintaneng > 3 weeks ago | Report Abuse

More Julius Baer News

https://en.m.wikipedia.org/wiki/Julius_Baer_Group_controversies#:~:text=Recent%20allegations%20have%20implicated%20Julius,former%20Russian%20minister%20of%20information.

Posted by calvintaneng > 3 weeks ago | Report Abuse

extra news on Julius Baer

https://www.finews.com/news/english-news/59162-alleged-launderer-assets-julius-baer-credit-suisse

Posted by calvintaneng > 3 weeks ago | Report Abuse

why ah?

https://en.m.wikipedia.org/wiki/Julius_Baer_Group_controversies

Posted by calvintaneng > 3 weeks ago | Report Abuse

do not kacau Tsh or we also go post in kseng?

ok or not?

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Posted by calvintaneng > 10 hours ago | Report Abuse

see these facts


Julius Baer Bank is top holder of Keck Seng

see

https://www.marketscreener.com/quote/stock/KECK-SENG-MALAYSIA-20699151/company-shareholders/

The more Tua Gong Kia tries to sabotage Keck Seng, the more shame he would bring to himself. Julius Baer is only a nominee or proxy for the Ho family of Singapore. The owner of these Keck Seng shares are still the Ho family. Perhaps Tua Gong Kia doesn't know what a nominee or a proxy is. So foolish and naive.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Despite Tua Gong Kia's repeated attempts to sabotage his own compatriots, Keck Seng stays firm at above RM5.90 a share while TSH's share price remains depressed even with dozens of comments a day extolling this valueless stone.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Posted by calvintaneng > 11 hours ago | Report Abuse

extra news on Julius Baer

https://www.finews.com/news/english-news/59162-alleged-launderer-assets-julius-baer-credit-suisse

Tua Gong Kia, whatever Julius Baer does has no bearing on Keck Seng as it is only a nominee for the Ho family. Why are you so eager to bash your own compatriots? Such a silly fellow.

Posted by prudentinvestor > 3 weeks ago | Report Abuse

Posted by calvintaneng > 11 hours ago | Report Abuse

extra news on Julius Baer

https://www.finews.com/news/english-news/59162-alleged-launderer-assets-julius-baer-credit-suisse

Tua Gong Kia, whatever Julius Baer does has no bearing on Keck Seng as it is only a nominee for the Ho family. Why are you so eager to bash your own compatriots?